Capital Investment Advisory Services’s Palantir PLTR Stock Holding History

Capital Investment Advisory Services’s Portfolio PLTR Stock Details PLTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.37M	Sell	23,008 -824	-3%	-$126K	0.25%	99
2025 Q4	$4.24M	Sell	23,832 -382	-2%	-$69.2K	0.3%	76
2025 Q3	$4.42M	Sell	24,214 -6,327	-21%	-$1.03M	0.35%	68
2025 Q2	$4.16M	Buy	30,541 +5,991	+24%	+$703K	0.34%	72
2025 Q1	$2.07M	Buy	24,550 +12,286	+100%	+$1.08M	0.19%	126
2024 Q4	$928K	Sell	12,264 -792	-6%	-$46.1K	0.09%	199
2024 Q3	$486K	Sell	13,056 -1,523	-10%	-$46.7K	0.05%	306
2024 Q2	$369K	Buy	14,579 +807	+6%	+$18.2K	0.04%	349
2024 Q1	$317K	Buy	+13,772	New	+$293K	0.03%	384
2023 Q2	–	Sell	-10,410	Closed	-$88K	–	905
2023 Q1	$88K	Sell	10,410 -945	-8%	-$7.4K	0.01%	549
2022 Q4	$72.9K	Sell	11,355 -11,880	-51%	-$90.1K	0.01%	582
2022 Q3	$189K	Sell	23,235 -5,182	-18%	-$46.1K	0.02%	440
2022 Q2	$258K	Sell	28,417 -85,464	-75%	-$845K	0.03%	390
2022 Q1	$1.56M	Buy	113,881 +44,361	+64%	+$592K	0.17%	123
2021 Q4	$1.27M	Buy	69,520 +14,481	+26%	+$320K	0.15%	141
2021 Q3	$1.32M	Buy	55,039 +42,816	+350%	+$1.04M	0.17%	123
2021 Q2	$322K	Buy	+12,223	New	+$283K	0.04%	356

Other funds holding PLTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Investment Advisory Services's PLTR Position: Q1 2026 in Review

Capital Investment Advisory Services reduced its Palantir (PLTR) stake by 3.5% in Q1 2026, selling an estimated $126K and leaving 23,008 shares worth $3.37M. The position accounts for 0.25% of the portfolio, ranked #99.

Capital Investment Advisory Services first reported a position in PLTR in Q2 2021 and has held it in 17 quarters since. The position peaked at $4.42M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Capital Investment Advisory Services held 23,008 shares of Palantir worth $3.37M as of Q1 2026.
Capital Investment Advisory Services sold 824 Palantir shares in Q1 2026, an estimated $126K.
Palantir made up 0.25% of Capital Investment Advisory Services's portfolio in Q1 2026, its #99 holding.
Capital Investment Advisory Services first reported a position in Palantir in Q2 2021 and has held it in 17 quarters since.
Capital Investment Advisory Services's Palantir position peaked at $4.42M in Q3 2025.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.